SGI Wealth Management LLC

Scott Gutman is a delight to work with! He is an ethical, intelligent man who listens carefully and really cares about his clients. We have a healthy client-advisor relationship. I highly recommend him.
Apr 2nd, 2024

Scott Gutman and SGI Wealth Management have been a joy to work with over the past 10 years! Scott is a trusted partner and attentive listener. He is intuitive about our needs and always makes sound recommendations. Scott is our only Financial Advisor and will remain so. We trust him and value SGI Wealth Management and would highly recommend their services!
Apr 1st, 2024

Very satisfied with the service and performance from SGI Wealth. THier service, and attention to my account and needs is superior.
Mar 30th, 2024

We have been working with Scott for 10 years and always impressed by his knowledge and his willingness to provide new investment ideas. He keeps track of investments geared towards my portfolio. Scott works hard to make sure that we understand the availability of various investments, etc. The peace of mind we have from knowing our finances are being so well managed is priceless. Simply put, we would never use anyone else for my financial security. Scott is not only our trusted financial guy he has become our friend who we think rocks! Thank you, Scott for all you do!
Mar 27th, 2024

Scott and his team are caring, supportive and very knowledgeable. Their retirement analysis was comprehensive and exactly what we needed!
Mar 22nd, 2023